Militia Capital Management LLC Acquires New Holdings in Aercap Holdings N.V. $AER

Militia Capital Management LLC bought a new stake in shares of Aercap Holdings N.V. (NYSE:AER) in the first quarter, Holdings Channel.com reports. The firm bought 3,325 shares of the financial services provider’s stock, valued at approximately $456,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Groupe la Francaise increased its stake in shares of Aercap by 221.4% in the first quarter. Groupe la Francaise now owns 180 shares of the financial services provider’s stock valued at $25,000 after purchasing an additional 124 shares during the period. Harbor Capital Advisors Inc. bought a new stake in shares of Aercap during the fourth quarter valued at approximately $27,000. Greenline Wealth Management LLC acquired a new position in shares of Aercap during the fourth quarter worth approximately $30,000. Advisory Services Network LLC acquired a new position in shares of Aercap during the third quarter worth approximately $35,000. Finally, Cedar Mountain Advisors LLC bought a new position in Aercap in the 1st quarter worth approximately $44,000. 96.42% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts recently commented on AER shares. Citigroup raised their target price on Aercap from $173.00 to $178.00 and gave the company a “buy” rating in a research report on Thursday. Susquehanna boosted their price target on Aercap from $170.00 to $176.00 and gave the stock a “positive” rating in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $190.00 price target on shares of Aercap in a research note on Thursday. Truist Financial raised their price target on Aercap from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, July 30th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $172.56.

Aercap Trading Up 2.0%

Aercap stock opened at $153.85 on Tuesday. Aercap Holdings N.V. has a 12-month low of $107.50 and a 12-month high of $156.33. The stock has a market capitalization of $25.67 billion, a PE ratio of 7.57, a price-to-earnings-growth ratio of 0.61 and a beta of 0.93. The firm has a 50 day simple moving average of $145.39 and a 200-day simple moving average of $143.60. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28.

Aercap (NYSE:AER) last released its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00. The firm had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $2.10 billion. Aercap had a return on equity of 17.60% and a net margin of 37.85%.The firm’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.83 earnings per share. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. As a group, equities research analysts expect that Aercap Holdings N.V. will post 18.75 EPS for the current fiscal year.

Aercap Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Wednesday, August 12th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, August 12th. Aercap’s payout ratio is currently 7.87%.

Aercap declared that its Board of Directors has authorized a stock buyback plan on Wednesday, April 29th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the financial services provider to reacquire up to 4.3% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Aercap Profile

AerCap Holdings N.V. (NYSE: AER) is a global aircraft leasing and aviation finance company that acquires, leases, sells and manages commercial aircraft and engines. Its core services include operating leases, finance leases, sale-and-leaseback transactions, aircraft trading and remarketing, and asset management for airline customers. The company also provides related commercial and technical support services designed to optimize fleet utilization and residual values over the life cycle of aircraft and engines.

Operating with a broad global footprint, AerCap serves airlines and other aviation customers across North America, Europe, Asia-Pacific, Latin America, the Middle East and Africa.